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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,659 | $90,489-50.6% | $76,051-41.3% | $145,978-69.4% |
| Participation rate | 55.0% | 74.5%-19.5pp | 69.1%-14.1pp | 80.3%-25.3pp |
| Annual return | 14.54% | 622.78%-608.2pp | 360.42%-345.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,167 | $5,164-38.7% | $4,257-25.6% | $6,690-52.7% |
| Admin fee / account holder | $31,458 | $8,374+275.7% | $6,416+390.3% | $13,400+134.8% |